See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $21,740 |
ASCENSUS LLC2+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 | Recordkeeping | $13,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,085 | $57,921-18.7% | $84,750-44.4% | $57,658-18.3% |
| Participation rate | 32.7% | 72.9%-40.3pp | 76.6%-43.9pp | 70.2%-37.6pp |
| Annual return | 5.37% | 10.24%-4.9pp | 22.78%-17.4pp | 5.13%+0.2pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,059 | $2,742-61.4% | $3,712-71.5% | $3,061-65.4% |
| Admin fee / account holder | $109 | $130-15.7% | $5,332-97.9% | $95+15.7% |